NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹609.67
0.08%
NAV as on 18 Dec 24, 12:00 AM
very high risk
large & mid cap
equity
NAV as on 18 Dec 24, 12:00 AM
very high risk
large & mid cap
equity
26.24%p.a.
Last 1Y
20.12%p.a.
Last 3Y
20.81%p.a.
Last 5Y
18.22%p.a.
Since Inception
About DSP Equity Opportunities Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the DSP Equity Opportunities Fund Growth scheme from DSP Asset Managers Private Limited. It is a Large & Mid-Cap mutual fund scheme that predominantly invests in Large & Mid-Cap stocks of companies. Launched on May 2000, DSP Equity Opportunities Fund Growth is Large & Mid-Cap fund of its category with 14,022.78 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Large & Mid-Cap funds.
- DSP Equity Opportunities Fund Growth delivered 26.2% annual returns during the last year. It has delivered 18.2% average annual returns since the fund was launched.
- DSP Equity Opportunities Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of large and midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized.
Top 10 Holdings
HDFC Bank Ltd
6.02%
ICICI Bank Ltd
5.51%
Axis Bank Ltd
3.13%
State Bank of India
3.11%
Kotak Mahindra Bank Ltd
2.80%
Infosys Ltd
2.27%
Power Finance Corp Ltd
2.15%
Mahindra & Mahindra Ltd
2.11%
Coforge Ltd
2.06%
Hindustan Petroleum Corp Ltd
2.00%
Fund Managers
- Rohit Singhania (Jun 2015 - Present)
Key Information
View Scheme Document
DSP Equity Opportunities Fund Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on DSP Equity Opportunities Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in DSP Equity Opportunities Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in DSP Equity Opportunities Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
Funds
3Y Return
Mirae Asset Large & Midcap Fund Growth
very high risk | equity
14.9%
SBI Large & Midcap Fund Growth
very high risk | equity
17.8%
Kotak Equity Opportunities Fund Growth
very high risk | equity
20.5%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved